Tuesday, November 10, 2026

Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading. The report highlights Bank Rakyat Indonesia among five purchases.

BKRKY $23B

Asian Century Stocks 4h ago 1 click

21h ago RBLX $35B

Roblox: Capture This Moment

TSOH Investment Research 1 click

22h ago DASH $79B

DoorDash and Google

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 4 clicks

From X

@ChrisCamillo Nov 5

Chris Camillo on X

The more irrational the selloff gets the more $BE I buy.

@Mr_Neutral_Man Nov 5

Mr Neutral Man aka "Howard Marks of REITs” on X

What's crazy about tail risk hedging is that you go to bed with your $IWM puts at $0.25 and you wake to it spiking to $1.33 I have not taken profit during recent spikes, focusing mostly on accumulating positions. Gonna take some off here given the 2 week expiration

@Mr_Neutral_Man Nov 5

Mr Neutral Man aka "Howard Marks of REITs” on X

Hmm, come to think of it. Maybe that previous chart isn't so far off. It's just that I own the stuff that's got at least a 20% discount to NAV A good example is that $PSA $EXR are 5.1 and 5.5% cap but $CUBE is 5.8%, but in the mid 6% not that long ago Bigger REITs also has more weighting

@kab604 Nov 5

kab60 on X

@jefke00 $FIS also changed guidance to focus on FCF... Watch out for factoring, WC shenanigans and underinvestment in the biz! BOLDLY FORWARD!!! 🚀

@junkbondinvest Nov 5

junkbondinvestor on X

Does more PIK mean more non-accruals? Not cleanly, based on this chart. And no clear pattern with NAV either. The BDC with the most PIK had one of the best NAV per share changes in Q2. TL;DR: You can’t screen for this, you have to read the portfolio. $ARCC $OBDC $FSK

@leevalueroach Nov 5

Lee Roach on X

Unity $U killed it in third quarter. Not totally up to speed on this one yet but ad-tech companies are destroying old school media companies.

@calvinblissett Nov 5

Calvin Blissett on X

Telkom Indonesia (TLKM/$TLK): 9x P/E, 11% dividend, separable assets ≈80–95% of market cap, stub at ~2x EBITDA. Industry went from 11 operators to 3, a new rule kills the price war, and MSCI is forcing the sellers. Buffett said he was late to railroads after the industry rationalized, BNSF bet still worked. Indonesian mobile just made the same trip, and you get paid 11% a year to wait out the index committee

@Mr_Neutral_Man Nov 5

Mr Neutral Man aka "Howard Marks of REITs” on X

@aussieflya I’ve written and tweeted plenty Some continue to trade at discounts $CPT Some of them get bought out $ROIC $WSR $ALEX $PLYA $ Some of them get liquidated $ELME $SITC $AIV Some of them naturally trade close to NAV $CUBE

Moody’s: Fasten Your Seat Belts, But Not for AI

Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…

MCO $89B

Librarian Capital's Research Library 35h ago 1 click

Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)

Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…

KMB $36B

Gary Gambino 42h ago 1 click

Procore CFO: Now we scale the business

Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.

PCOR $11B

The Technology Letter Nov 7 5 clicks

Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic

Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…

DEO $57B

Librarian Capital's Research Library Nov 7 2 clicks

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

TSEM $15B

CV's Substack Nov 7 1 click

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.

MELI $77B

Rebound Capital Nov 7 2 clicks

Blue Owl Capital Corporation Q3: OTC Bonds Outperform Stocks In The Current Market Environment

Blue Owl Capital’s OTC bonds yield up to 6.92% and offer 8.8% levered ROE, while OBDC stock trades at a 25% discount to NAV.

OWL $16B

Arbitrage Trader Nov 7

The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap

Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.

CRWV $27B

Steve Eisman Nov 6 5 clicks

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

OVV $17B

Bison Insights Nov 6 4 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B

Speedwell Memos Nov 6 4 clicks

Axon 3Q26 Update: Revenue Breaks Below 30%, Runway Reaffirmed

Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…

AXON $31B

Speedwell Research Nov 6 4 clicks

Datadog (NASDAQ: DDOG) Stock Rating: Stop After Q3 FY12/26 Earnings

Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.

DDOG $65B

Cestrian Capital Research Nov 6 1 click

Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More

Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.

WY $16B

The Undercovered Dozen Nov 6 2 clicks

Cloudflare (NET) Q3 FY12/26 Earnings Review

Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…

NET $97B

Cestrian Capital Research Nov 6 1 click

Dynatrace (NYSE: DT) Stock Rating: Do Nothing After Q2 FY3/27 Earnings (No Paywall)

Dynatrace reported 17% Q2 revenue growth but flat new ARR and lower profit and free-cash-flow guidance, following its $816 million Arize…

DT $13B

Cestrian Capital Research Nov 6 3 clicks

Coherent: Selling Volume While Lumentum Sells Scarcity

Coherent sells constrained InP capacity through volume-priced modules, while a $20 billion PhotonLink agreement marks its first…

COHR $38BLITE $48B

Keyanoush Razavidinani Nov 6 4 clicks

Reddit Stock $RDDT : The Human Internet Just Got 29% Cheaper

Reddit fell 29% after warning that Google search traffic was declining, despite Q3 revenue rising 53%; the bull case rests on communities,…

RDDT $18B

Substack von Philipp Nov 6 4 clicks

Marvell Buys Lumentum: MRVL Initiated at Buy, $258 PT

Marvell’s Lumentum acquisition targets optical networking demand as AI data centers shift from copper to lasers, expanding its hyperscaler…

LITE $48B

Monte Independent Investment Research Nov 6 2 clicks

Blue Owl Capital: Book Value Is Rising Under A Default-Wave Price

Blue Owl Capital's NAV rose to $14.32 as buybacks and portfolio marks improved, while OBDC trades at a 25% discount despite a 0.33%…

OWL $16B

Tim Travis Nov 6 1 click

Uber 3Q'26: Eats vs DoorDash, and the AV Math

Uber Delivery generated an estimated $0.66 EBITDA after SBC per order in 3Q26, versus DoorDash's $0.80, while autonomous vehicles shape…

DASH $79B

MBI Deep Dives Nov 5 5 clicks

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Tuesday, November 10, 2026

Chris Camillo on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Mr Neutral Man aka "Howard Marks of REITs” on X

kab60 on X

junkbondinvestor on X

Lee Roach on X

Calvin Blissett on X

Mr Neutral Man aka "Howard Marks of REITs” on X

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Seeking Alpha 77 of 281

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